45. Robert Mullin: Commodities with Carry and Convexity
Mutiny Investing Podcast
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The Relationship Between Commodity Trend Followers and ETFs
Single name equities like you can get broader exposure to things like lithium rare earths um access to Canadian timber markets. The nuance or the trade off is that now you're getting access to those natural resources but now you have a government so governance overlay we have to pick the right company. So for us that's the way that we use any end and our my specialty has always been analyzing companies.
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